Director
CurrentIn July 2012 we launched Booth Financial Planning to deliver our lifestyle financial planning service to small business owners and professionals. Lifestyle financial planning helps our clients identify, achieve and maintain their current lifestyle, without fear of ever running out of money - in other words, we help our clients to achieve 'financial independence'.Our aim is to tell our clients the truth about their money, not whether 'this fund is better than that fund' or 'this… Show more In July 2012 we launched Booth Financial Planning to deliver our lifestyle financial planning service to small business owners and professionals. Lifestyle financial planning helps our clients identify, achieve and maintain their current lifestyle, without fear of ever running out of money - in other words, we help our clients to achieve 'financial independence'.Our aim is to tell our clients the truth about their money, not whether 'this fund is better than that fund' or 'this pension is better than that pension', that is what most traditional Independent Financial Advisers (IFAs) do. Many of our new clients do not have a clear sense of where they are heading; they may be earning well, have significant assets / investments, but have no idea of what it all means.Our alternative approach is to help provide answers to the more important questions our clients have, such as;When can I afford to stop doing what I no longer enjoy doing....and start doing the things I really enjoy?How much do I need to earn, save or sell my business for to ensure I NEVER run out of money?What do I need to do to ensure that my family is financially secure WHATEVER HAPPENS?And most importantly.... How much is enough? Show less
